MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,252,635 $136M 0.01% +735,706 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,084,063 $114M 0.47% +52,762 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,233,267 $98.4M 0.02% +1,587,128 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,684,687 $88.1M 0.03% +281,202 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,748,586 $70.5M 0.02% +349,942 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,487,529 $65.6M 0.6% +259,143 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,120,702 $58.7M 0.86% +141,019 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,672,101 $50.3M 0.01% +135,935 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,620,949 $49.3M 1.59% +28,956 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,256,782 $42.5M 2.5% +113,408 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,213,996 $41.6M 8.33% -80,045 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,210,521 $41.6M 0.01% +262,391 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,165,350 $40.7M <0.01% +152,596 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,003,651 $37.7M 0.01% +181,416 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,816,851 $34.2M 0.01% +95,150 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,786,790 $33.6M 0.21% +115,433 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,272,721 $23.9M 0.02% +28,933 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,244,789 $23.4M 0.28% +343 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,226,776 $23.1M 1.93% +134,269 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,189,599 $22.4M 0.39% +61,583 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,149,065 $21.6M 2.18% +22,699 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,043,662 $19.6M 2.89% -31,848 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 993,879 $18.7M 0.03% +46,615 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 923,569 $17.4M 0.04% +28,705 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 923,008 $17.4M 4.87% +27,474 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 857,108 $16.1M 0.03% +52,423 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 855,127 $16.1M 0.3% -216,017 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 838,335 $15.8M 1.83% +159,314 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 751,377 $14.1M 0.04% +72,351 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 748,755 $14.1M 0.06% +117,571 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 700,361 $13.2M 5.07% +157,931 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 655,047 $12.3M 3.76% -33,406 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 650,087 $12.2M 0.21% +51,131 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 649,796 $12.2M 0.02% +43,002 13F-HR Timeline Group Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 619,031 $11.6M 0.79% -20,828 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 563,722 $10.6M 3.61% +49,798 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 561,842 $10.6M 0.03% -11,927 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 565,674 $10.5M 0.86% -6,122 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 552,493 $10.4M 0.7% +38,540 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 542,701 $10.2M 0.42% +7,063 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 540,452 $10.2M 2% +49,868 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 540,000 $10.2M 5.77% 0 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 531,195 $9.99M 1.79% +64,307 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 510,582 $9.6M 2.97% +4,930 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 505,793 $9.51M +88,489 Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 481,708 $9.06M 1.99% +109,054 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 443,196 $8.34M 1.63% -3,855 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 425,984 $8.01M 1.45% +43,322 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 424,185 $7.98M 0.17% +16,487 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 412,448 $7.76M 0.01% +98,284 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 391,320 $7.36M 0.09% +14,547 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 389,826 $7.33M 0.27% +11,431 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 380,370 $7.15M 0.04% +47,115 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 376,265 $7.08M <0.01% +23,485 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 375,462 $7.06M 0.01% +29,006 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 356,276 $6.7M 0.82% +14,587 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 355,295 $6.68M 0.47% +14,427 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 351,900 $6.61M <0.01% +68,238 13F-HR Timeline Group AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 323,784 $6.09M 1.48% +8,962 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 293,525 $5.52M 1.28% +9,160 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 287,562 $5.41M 0.86% +22,342 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 291,740 $5.4M 3.35% +11,691 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 276,710 $5.2M 1.21% +25,027 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 273,225 $5.14M 0.17% +11,337 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 262,410 $4.94M 0.11% +124,697 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 250,664 $4.71M 1.06% -14,466 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 242,961 $4.57M 1.93% -73,634 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 241,429 $4.54M 0.33% +28,185 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 239,475 $4.5M 0.59% +23,127 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 237,623 $4.47M 0.17% +6,318 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 237,580 $4.47M 0.08% +1,320 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 237,099 $4.46M +5,942 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 228,120 $4.29M <0.01% -40,370 13F-HR/A Timeline Group Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 226,807 $4.27M 2.52% +13,946 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 218,930 $4.12M 1.15% +53,638 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 216,026 $4.06M 2.79% +4,442 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 215,951 $4.06M 0.48% +12,217 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 214,288 $4.03M 3.13% +24,941 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 212,827 $4M 1.84% +10,352 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 210,268 $3.96M 0.02% -4,952 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 199,215 $3.75M 1.53% +11,322 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 193,281 $3.64M 0.28% +7,835 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 187,148 $3.52M 0.09% -40,553 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 187,116 $3.52M 1.03% +5,499 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 186,434 $3.51M 0.04% +9,403 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 184,030 $3.47M 0.01% +8,044 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 181,054 $3.41M 3.31% -4,750 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 179,312 $3.37M 0.07% +1,540 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 175,606 $3.3M 0.01% +36,796 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 174,916 $3.29M 0.02% +25,221 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 161,641 $3.04M <0.01% +34,451 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 161,399 $3.04M 0.04% +17,606 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 159,350 $3M 0.01% +15,126 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 159,244 $3M 0.2% +5,166 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 153,183 $2.88M 0.05% +12,051 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 151,118 $2.85M 0.85% +7,333 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 150,655 $2.83M 1.1% +1,485 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 150,199 $2.83M 2.14% +16,220 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 144,815 $2.72M 0.48% +13,461 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 143,522 $2.7M <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 138,747 $2.61M 0.1% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 129,653 $2.44M 0.61% +47,632 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 127,979 $2.41M 1.64% +8,789 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 127,809 $2.4M 0.21% +10,759 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 126,705 $2.38M 0.34% +3,935 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 126,376 $2.38M 0.66% -6,031 13F-HR/A Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 124,044 $2.33M 0.37% +8,032 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 106,645 $2.01M 1.05% +1,822 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 101,359 $1.91M 0.05% +28,345 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 96,964 $1.82M 0.02% +7,848 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 92,272 $1.74M <0.01% +26,042 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 89,558 $1.68M <0.01% +10,969 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 88,351 $1.66M 0.01% +2,129 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 86,802 $1.63M 1.46% +1,999 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 84,484 $1.59M 0.4% +998 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 83,991 $1.58M 0.22% +41,044 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 83,399 $1.57M 0.19% +3,471 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 80,192 $1.51M 0.42% +39,994 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 79,264 $1.49M 1.21% +4,805 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 76,561 $1.44M 0.15% +13,114 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 74,281 $1.4M 0.16% +1,858 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 73,861 $1.39M 0.42% -36,058 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 73,411 $1.38M 0.03% +6,851 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 72,609 $1.37M 0.38% +2,836 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 68,823 $1.29M 0.18% +6,940 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 68,494 $1.29M 0.57% +2,893 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 65,137 $1.23M 0.38% +18,898 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 64,688 $1.22M 0.48% +35,393 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 63,684 $1.2M 0.12% +74 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 62,686 $1.18M 0.29% +51 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 62,360 $1.17M 0.81% +518 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 61,963 $1.17M 0.17% +6,538 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 61,634 $1.16M <0.01% +4,634 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 61,164 $1.15M 0.26% -2,650 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 61,128 $1.15M 1.15% +1,508 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 60,582 $1.14M 0.15% +3,322 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 58,058 $1.09M 0.01% +3,712 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 57,464 $1.09M 0.02% +11,426 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 56,073 $1.06M 0.2% +5,060 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 52,850 $994K 0.06% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 50,621 $952K 0.41% -539 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 48,009 $903K 0.03% +27,623 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 47,671 $897K 0.15% +908 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 47,342 $891K 0.35% +1,037 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 47,098 $886K 0.03% +1,069 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,539 $838K <0.01% -2,925 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 44,368 $835K 0.2% +24,704 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 42,670 $803K 0.02% +378 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 42,067 $791K <0.01% +2,407 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 41,800 $786K 0.49% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 41,766 $786K 0.5% +2,804 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 41,163 $774K 0.2% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 39,611 $745K 0.04% +3,449 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 38,263 $720K 0.36% -965 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 37,591 $707K 0.17% +10,142 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 36,412 $685K 0.27% -4,795 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 35,629 $670K 0.01% +2,384 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 34,190 $643K 0.41% +2,911 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 34,140 $642K <0.01% +17,920 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,100 $641K <0.01% new 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 33,623 $632K 0.2% +16,535 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 33,611 $632K 0.06% +2,155 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 33,432 $629K <0.01% +100 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 32,905 $619K <0.01% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 32,407 $610K 0.03% +28,046 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 31,771 $598K 0.21% +3,685 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 31,634 $595K 0.12% +10,650 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 31,591 $594K <0.01% -2,319 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 30,909 $581K 0.01% -896 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 29,426 $554K 0.24% +1,326 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 28,851 $546K 0.07% +617 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 28,921 $544K 0.2% +43 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 28,325 $533K 0.38% +5,776 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 27,881 $524K 0.23% -111 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 27,500 $517K 0.11% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 25,349 $477K 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 25,260 $475K <0.01% +2,676 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 24,990 $470K 0.31% +4,145 13F-HR Timeline Whitener Capital Management, Inc. 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